Michael
Russo
Retirable
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About this Advisor
Michael Russo is a financial advisor who works in Albrightsville, Pennsylvania with 1 year of relevant experience. Russo is an advisor for Retirable. Their career trajectory has included roles at Safeguards Specialized Foster Care, Shortys Bar, Bear Creek, Emerald Lakes Association, Sierra View Association, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, Hornor Townsend & Kent LLC, Penn Mutual Life Insurance Company, Ibc Global Inc and Retirable Inc. Russo has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in New York. Retirable is an advisory company that has its headquarters in New York, NY. It controls $20 million in assets under management between its 231 client accounts, placing it among the smaller financial advisory firms in the nation by assets under management. Of its 231 accounts, 20% are held by high-net-worth investors who have at least $1 million in investable assets. Retirable performs a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors typically are based on which service is provided. However, fees charged by Retirable likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Retirable Brokerage Details
$20,230,771
15
231
$87,579
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Michael Russo Work History
Michael has been registered as a financial advisor for 1 years.*
Retirable Inc
Ibc Global Inc
Hornor Townsend & Kent LLC
Northwestern Mutual Wealth Management Company
Penn Mutual Life Insurance Company
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Safeguards Specialized Foster Care
Shortys Bar
Bear Creek
Sierra View Association
Emerald Lakes Association
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Russo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Retirable
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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